AWM
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Apollon Wealth Management’s Starwood Property Trust STWD Stock Holding History

Apollon Wealth Management’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$974K Sell
59,464
-12,652
-18% -$220K 0.01% 746
2026
Q1 		$1.24M Buy
72,116
+5,114
+8% +$91.8K 0.02% 524
2025
Q4 		$1.21M Sell
67,002
-2,153
-3% -$39.6K 0.02% 514
2025
Q3 		$1.34M Sell
69,155
-3,059
-4% -$61.6K 0.02% 479
2025
Q2 		$1.45M Buy
72,214
+8,425
+13% +$164K 0.03% 440
2025
Q1 		$1.26M Sell
63,789
-3,871
-6% -$76.1K 0.03% 443
2024
Q4 		$1.28M Sell
67,660
-3,884
-5% -$76.9K 0.03% 437
2024
Q3 		$1.46M Buy
71,544
+5,052
+8% +$101K 0.04% 377
2024
Q2 		$1.26M Buy
66,492
+1,937
+3% +$37.7K 0.04% 399
2024
Q1 		$1.31M Buy
64,555
+1,034
+2% +$20.9K 0.04% 391
2023
Q4 		$1.34M Buy
63,521
+8,387
+15% +$165K 0.05% 359
2023
Q3 		$1.07M Buy
55,134
+7,405
+16% +$150K 0.05% 342
2023
Q2 		$926K Sell
47,729
-3,417
-7% -$60.7K 0.04% 407
2023
Q1 		$905K Buy
51,146
+2,384
+5% +$46K 0.06% 355
2022
Q4 		$894K Buy
48,762
+6,726
+16% +$134K 0.06% 338
2022
Q3 		$766K Sell
42,036
-10,662
-20% -$241K 0.06% 331
2022
Q2 		$1.1M Buy
52,698
+20,143
+62% +$463K 0.09% 237
2022
Q1 		$787K Buy
32,555
+2,866
+10% +$69.2K 0.06% 346
2021
Q4 		$722K Buy
29,689
+18,392
+163% +$464K 0.05% 378
2021
Q3 		$276K Buy
+11,297
New +$289K 0.04% 369
2020
Q3 		– Sell
-2,040
Closed -$31K – 621
2020
Q2 		$31K Buy
+2,040
New +$27.5K 0.02% 306

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Apollon Wealth Management's STWD Position: Q2 2026 in Review

Apollon Wealth Management reduced its Starwood Property Trust (STWD) stake by 18% in Q2 2026, selling an estimated $220K and leaving 59,464 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #746.

Apollon Wealth Management first reported a position in STWD in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.46M in Q3 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Apollon Wealth Management held 59,464 shares of Starwood Property Trust worth $974K as of Q2 2026.
  • Apollon Wealth Management sold 12,652 Starwood Property Trust shares in Q2 2026, an estimated $220K.
  • Starwood Property Trust made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #746 holding.
  • Apollon Wealth Management first reported a position in Starwood Property Trust in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's Starwood Property Trust position peaked at $1.46M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.